Discover - Custom Reports

Introduction

In the Reports application, you can create your own custom reports. This article will provide an overview of how you can build and save a custom report for the following applications - Projects, Policy Manager, Courses, Learning, Quiz.

We will cover the following areas:

Accessing the reports tool
Adding custom reports
Building custom reports
Report columns
Saving custom reports

Please note: Admin permissions will need to be granted in order to access the Reports application. For more information, please check out our guide here.

Accessing the reports tool

Head to Application > Reports and select the application you wish to create a report on.

Adding custom reports

On the landing page, you will be presented with a list of all existing reports. With the correct permissions, you will also see the option to

Reminder: If you do not see the option to create a new report, please check with your administrator that you have the permission needed to do so.

You can choose to (1) create a new report from scratch or (2) copy from an existing one.

To create from an existing report, simply select which report you would like to copy from.

Once the option has been selected, you can begin building the report by clicking

Building custom reports

To start, you will be required to define the custom report (1) Title and (2) Manage Columns.

The Manage Columns option will display all available columns you can add.

Use the drop-down arrow to view nested columns and tick the columns you want to add.

Each column will be added in the order they are selected. Use the drag & drop feature (on column titles) to re-order columns as needed.

Please note: The maximum number of columns selectable is 64

Column elements

Each application has different columns to select from.

Projects columns

Metrics	Description
Project Id	Unique identifier of Project
Project Name	Full title of Project
Project Code	Unique identification code for Project
Project Description	Description of Project
Project Is Template	Project is a template ('Yes) or ('No')
Project Status	Current status of Project
Project Date Created	Date & time when Project was created
Project Date Modified	Date & time when Project was last modified

Project Creator	Complete user details of creator of Project
Project Last Edited By	Complete user details of last editor of Project
User Id	Unique identifier of User
Username	Username of User
Full Name	First and surname of User
Firstname	First name of User
Surname	Surname of User
Email Address	Email address of user
Company	Name of company
Job Title	Full job title of User
User Status	Current account status
Last Time Login	Last time a User was logged in (in hours, days, months, or years)

Task Title	Full title of task within a Project
Task Assignee	Name of User assigned to a task
# Tasks Completed	Number of tasks completed within Project
# Tasks Todo	Number of pending tasks within Project
Task Due Date	Date when task is due for completion
Task Status	Current status of task
Task Priority	Current priority of task
Task List	List of tasks within a Project

Metadata	Existing metadata in Project

Policy Manager columns

Metrics	Description
Policy Id	Unique identifier of Policy
Reference	Reference number of Policy
Title	Full title of Policy
Description	Description of Policy
Policy Version	The current version of Policy
Policy Stage	The current stage of Policy
Recalled?	Policy recalled ('Yes) or ('No')
Notified?	Policy review notification sent ('Yes) or ('No')
Archived?	Policy archived ('Yes) or ('No')
Policy Type	Type of Policy
Stage Changed	Date when status of Policy was last changed
Expiry Date	Date when Policy is set to expire
Review Date	Date when Policy is due for review
Created Date	Date & time when Policy was created
Modified Date	Date & time when Policy was last modified

Asset Version	Current version of a policy asset
Asset Type	Type of asset (i.e. File, Page, Weblink)
Asset Stage	Current status of a policy asset
Approval Stage	Current approval status of a policy asset
Approved	Policy approved ('Yes) or ('No')
Date Approved	Date & time when policy asset was approved
Acceptance Count	Number of user acceptances recorded in Policy

Policy Creator	Complete user details of creator of Policy
Policy Author	Complete user details of author of Policy
User Id	Unique identifier of User
Username	Username of User
Full Name	First and surname of User
Firstname	First name of User
Surname	Surname of User
Email Address	Email address of User
Company	Name of company
Job Title	Full job title of User
User Status	Current account status
Last Time Login	Last time a User was logged in (in hours, days, months, or years)

Extranet Id	Unique identifier of extranet
Name	Name of extranet
Description	Description of extranet

Metadata	Existing metadata in Policy Manager

Categories	Category of policy

Courses columns

Metrics	Description
Course Id	Unique identifier of Course
Title	Full title of Course
Status	Current status of Course
Summary	Summary of Course
Duration	Expected duration of Course
Description	Description of Course
Prerequisite	Required prerequisite attached to Course
Qualification Code	Qualification code of Course
Valid For	Validity value of Course
Validity Type	Type of validity used (i.e. Months, Years)
Created Date	Date & time when Course was created
Modified Date	Date & time when Course was last modified
Training Record?	Course recorded in training record ('Yes) or ('No')

Module Id	Unique identifier of Module
Title	Full title of Module
Status	Current status of Module
Description	Description of Module
Note	Note attached to Module
Duration	Expected duration of Module
Created Date	Date & time when Module was created
Modified Date	Date & time when Module was last modified
Valid For	Validity value of Module
Validity Type	Type of validity used (i.e. Months, Years)
Reminder (days)	Days set for reminder notification if User(s) has not yet completed module
Length (minutes)	Expected length of Module
Total	Total number of Module(s) in Course

Owner	Complete user details of owner of Course or Module
Modified By	Complete user details of last editor of Course or Module
Created By	Complete user details of creator of Course or Module
Tutor	Complete user details of Module tutor
User Id	Unique identifier of User
Username	Username of User
Full Name	First and surname of User
Firstname	First name of User
Surname	Surname of User
Email Address	Email address of User
Company	Name of company
Job Title	Full job title of User
User Status	Current account status
Last Time Login	Last time a User was logged in (in hours, days, months, or years)

Category Id	Unique identifier of Course category
Name	Full name of category
Created Date	Date & time when category was created
Modified Date	Date & time when category was last modified

Course User Audits	Complete user details of Course audit
Audit Id	Unique identifier of Course audit
Status	Current status of audit (i.e. Enrolled, Completed)
Date Enrolled	Date & time when User enrolled on Course
Date Completed	Date & time when User completed Course

Module User Audit	Complete user details of Module audit
Status	Current status of Module (i.e. Enrolled, Completed)
Date Enrolled	Date & time when User enrolled on Module
Date Completed	Date & time when User completed Module
Score	Complete score of Module
Time Accessed	Number of times User accessed module
Last Access Date	Date & time when User last accessed module

Category Id	Unique identifier of Module category
Name	Full name of category
Created Date	Date & time when category was created
Modified Date	Date & time when category was last modified

Tutors Expertise	Expertise of tutors in module

SCORM Attempt	Complete details of SCORM attempt
Attempt	Number of attempts taken in SCORM
SCORM Type	Type of SCORM used (i.e. 1.2)
Completed	SCORM completed ('Yes) or ('No')

SCORM details	Complete details of SCORM
Best Score	Highest score recorded in SCORM
Points	Number of points recorded in SCORM
Time Taken	Time taken to complete SCORM
Attempts	Number of attempts taken in SCORM

Learning columns

Metrics	Description
Record Id	Unique identifier of LMS Record
Record Type	Type of LMS Record
Title	Full title of Training Record
Description	Description of LMS Record
Record Date	Date & time LMS Record was recorded
Provider	Provider of LMS Record
Created Date	Date & time LMS Record was created
Total Records	Total number of LMS Record(s)

Record User	Complete user details of User
Record Added By	Complete user details of creator of record
User Id	Unique identifier of User
Username	Username of User
Full Name	First and surname of User
Firstname	First name of User
Surname	Surname of User
Email Address	Email address of User
Company	Name of company
Job Title	Full job title of User
User Status	Current account status
Last Time Login	Last time a User was logged in (in hours, days, months, or years)

Certificate Id	Unique identifier of training certificate
Title	Full title of training certificate
Valid From	Start date defining the period of validity of training certificate
Valid To	End date defining the period of validity of training certificate
License	License number of training certificate
Url	Online Certificate URL
Created Date	Date & time when training certificate was created
Total Certificates.	Total number of training certificate(s)

Code	Qualification code of LMS Record
Description	Description of qualification code
Total Codes	Total number of LMS code(s)

Path Id	Unique identifier of Learning Path
Title	Full title of Learning Path
Description	Description of Learning Path
Pass Mark	Minimum pass mark attached to Learning Path
Status	Current status of Learning Path
Created Date	Date & time when Learning Path was created
Deadline (days)	Days set to complete Learning Path
Total	Total number of Learning Path(s)
Enrolment Id	Unique identifier of Learning Path enrolment
Date Enrolled	Date & time when Learning Path was enroled
Date Completed	Date & time when Learning Path was completed
Last Updated	Date & time when Learning Path was last updated
Notes	Note attached to Learning Path
Total Enrolments	Total number of Learning Path enrolment(s)

Step Id	Unique identifier of Learning step
Title	Full title of Learning step
Description	Description of Learning step
Type	Type of Learning step (i.e. Mandatory, Non-Mandatory, or Further Learning)
Points	Points attached to Learning step
Created Date	Date & time Learning step was created
Total	Total number of Learning step(s)

Audit Date Completed	Date & time when completed Learning Path
Total Audits	Total number of Learning Path audits

Quiz columns

Metrics	Description
Quiz Title	Full title of quiz
Description	Description of quiz
Pass Percentage	Minimum passing mark percentage
Status	Current status of quiz
Created Date	Date & time when quiz was created
Total	Total number of quiz

Creator	Complete user details of Quiz creator
User Id	Unique identifier of User
Username	Username of User
Full Name	First and surname of User
Firstname	First name of User
Surname	Surname of User
Email Address	Email address of User
Company	Name of company
Job Title	Full job title of User
User Status	Current account status
Last Time Login	Last time a User was logged in (in hours, days, months, or years

Question Text	Full text of Quiz question
Description	Description of Quiz question
Points	Points attached to Quiz
Created Date	Date & time when Quiz question was created

Attempt Number	Number of Quiz attempt
Created Date	Date & time when Quiz attempt was created
Completed Date	Date & time when Quiz attempt was completed
Last Access Date	Date & time when Quiz attempt was last made
Passed	Quiz successfully passed ('Yes) or ('No')
Best	Best attempt ('Yes) or ('No')

Answers Created Date	Date & time when Quiz answer was created
Total Answers	Total number of Quiz answer(s)

Properties	Complete details of Quiz properties
Correct	Total number of Quiz answer(s)
Score	Question answered correctly ('Yes) or ('No')
Time Taken	Time taken to answer Quiz question
Question Answer	Correct answer to Quiz question
Question Text	Full text of Quiz question
Response	Response that User selected